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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,650 | $211,105-77.9% | $178,449-73.9% | $145,978-68.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.90% | 30.19%-13.3pp | 27.09%-10.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,454 | $4,569-24.4% | $3,951-12.6% | $4,662-25.9% |
| Participant deferral / active EE | $7,956 | $6,959+14.3% | $6,277+26.8% | $6,690+18.9% |
| Admin fee / account holder | $5,542 | $12,017-53.9% | $10,362-46.5% | $13,400-58.6% |